...
- PO Conversion Program
- Process of loading for implementing KFS:
- 1st: Object Codes, Organizations, Accounts from spreadsheets
- 2nd: Open Purchase Orders - KFS recommends manual, OLE may need to use the PO Conversion Program
- 3rd: Vendors
- 4th: Account Balances
- Batch Jobs
- Financial processing, PURAP, PDP, GL jobs
- How to run jobs in KFS
- Uploading files in KFS, correcting errors
Separation of Duties
recorded 6/11/2013 ; notes
- Separation of duties examples in KFS
- Requisition parameter (Initiator must has a second approver if X amount - locally configured)
- DV routes for approval if Payee and Initiator are the same (known bug, should be if Payee and Fiscal Officer are the same)
- Vendor role - Reviewer Omit Initiator (Someone else must approve the document if Vendor Reviewer initiated)
- Library needs - adapting the Reviewer Omit Initiator may work for them
- Sample of Reviewer Omit Initiator
QA testing
Tester training sessions for Describe and Select and Acquire were recorded and posted here:
QA Recorded Training Sessions
...